Sam Nicoletta, together with his Assistant Elizabeth Coutu have formed a dynamic and effective team to assist you with all of your financial planning needs. Together with Canada's award winning research team t BMO Nesbitt Burns, Sam and Elizabeth are equipped to provide the very best range of quality investments and services.
Sam graduated from the University of Windsor with an honours degree in Public Administration in 1983. He then returned to Sault Ste Marie and joined a large Canadian Investment Dealer, as an Investment Advisor. In 2003, Sam moved to BMO Nesbitt Burns.
In 1987, Sam earned the prestigious Fellow of the Canadian Securities Institute (FCSI) designation, reflecting his excellence in education, experience and ethical conduct. Sam is also a Life Insurance Advisor through BMO Estate Insurance Advisory Services*.
As the lead member of the team, Sam is responsible for all investment decisions and recommendations. He uses the portfolio approach with a well-balanced, long term and diversified investment philosophy. Sam takes genuine interest in your financial well-being and offers you a value-added approach to managing relationships.
Sam and his wife Mara have two children, Noah and Hannah. They place the highest priority on family activities, enjoying time together participating in skiing, golf, hockey, and music, to name a few.
Elizabeth graduated from the Executive Office Administration Program at Sault College in 1991. She then joined the same Investment Dealer as Sam, starting as a Receptionist. Through education and dedication to service excellence, Elizabeth has worked towards her present position as Investment Representative. She earned her licensing requirements through completion of industry courses such as the Canadian Securities Course, Conduct & Practices Handbook Course, and Canadian Operations Course, all of which give her the knowledge and understanding to assist with all aspects of client service in the investment industry. Her main focus is on handling all of your administrative needs.
Elizabeth, along with her husband Jody and their daughter Emily enjoy a wonderful life together, with Emily as the centre of attention.
*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.